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Market Recap & 12 Year-End Tax Savings Tips
The market seems expensive, but as history has shown us investing at all-time highs is actually one of the most bullish forward indicators.
Dec 3, 20245 min read


The decline of China: Does it affect my investment portfolio?
Advice from a financial advisor By Michael Mooney , Financial Advisor China’s boom was once seen as a way to add growth exposure to a portfolio. Investing in China, emerging markets or international stocks, comes with additional risks. How do I avoid some of this extra risk exposure? International exposure with US stocks can be achieved. And your portfolio can be impacted positively overall, by international growth.  LOOK BACK: What are the major events that have contributed
Jul 9, 20247 min read


Year-End Tax Planning Strategies
Let's address the tax bill and gain a better understanding of how your investments are taxed.
Nov 29, 20234 min read


Invest Early and Often
By Michael Mooney, MBA, CFP, Financial Advisor You may have heard that individuals that start saving early for retirement (or other...
Mar 23, 20223 min read


How do Mutual Fund Year-End Distributions Work?
As we approach the end of the year, you may notice some oddities within your portfolio. Specifically, it is not uncommon to see one of your
Dec 17, 20213 min read


Stock Splits, Buybacks, and Dividends: What are They?
By Michael Mooney, Financial Advisor ( LinkedIn ) In the news, you may have heard different companies announcing Stock Splits....
Sep 1, 20214 min read


What is "the market?"
By Michael Mooney CFP ®, Financial Advisor Follow him on LinkedIn The investment community has become accustomed to considering the results of the S&P 500 index as that of the overall markets. When you listen to the evening news, the index is often highlighted as a measure of market movement. While there are periods in which the S&P 500 closely resembles the performance of the overall markets, there are also times in which there can be a large disparity. This has largely be
Jul 2, 20206 min read
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